Telco Transformation - AT&T-Time Warner's Chances Are 50-50

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Comments AT&T-Time Warner's Chances Are 50-50 – MoffetNathanson Newest First \| Oldest First \| Threaded View [close this box] << < Page 2 / 2 mhhf1ve 11/8/2016 7:20:57 PM User Rank Platinum Re: Consumers > '.. the big hurdle for regulatory approval will be "zero rating."' But Comcast + NBC exists and there's no zero rating (that I know of?) for that mega-giant, and yet Comcast+NBC seems to find beneficial synergies. I think the diversification of adding content revenue on top of "dumb pipe" revenues might be good enough.... (for now) Reply Post Message Messages List Start a Board Login 50% 50% mhhf1ve 11/8/2016 7:16:43 PM User Rank Platinum Odds... > "the FCC was more likely to look to extract concessions rather than block the deal altogether.." I think this is the more likely FCC action: concessions. But it's hard to put a number on the odds... Reply Post Message Messages List Start a Board Login 50% 50% JohnBarnes 11/7/2016 9:12:16 PM User Rank Platinum Laplacian probability in action! Laplace pointed out that if you have a finite number of possibilities (in this case, 2, the merger works or it doesn't) and a very large degree of ignorance (for which, he also pointed out, the polite word is "uncertainty"), then the best bet you can make is that all probabilities are equal. The tendency of the probability estimate to cling to 50% after all that study probably just indicates how little anyone knows. Reply Post Message Messages List Start a Board Login 50% 50% Mike Robuck 11/7/2016 6:44:42 PM User Rank Author Re: Consumers But wait, there could be even more "accounting synergies!" Reply Post Message Messages List Start a Board Login 50% 50% afwriter 11/7/2016 6:05:58 PM User Rank Platinum Re: Consumers That is exactly what I thought when Mike first reported it. I feel as though this is getting dangerously close to Monopoly territory. Reply Post Message Messages List Start a Board Login 50% 50% Mike Robuck 11/7/2016 3:35:13 PM User Rank Author Re: Consumers I've been hearing the big hurdle for regulatory approval will be "zero rating." Not applying data usage caps for an AT&T/DirecTV user that streams TW content. That might a throw a rock into the synergy gears. Reply Post Message Messages List Start a Board Login 50% 50% clrmoney 11/7/2016 3:20:47 PM User Rank Platinum AT&T and Time warner half and half chance They said that Time warner trading is about 24% lower than AT&T to do business so lets see how it turns out because I know they are taking a chance. Reply Post Message Messages List Start a Board Login 50% 50% dcawrey 11/7/2016 12:39:05 PM User Rank Platinum Consumers One has to wonder how this deal is going to benefit consumers. When I look at this, it would seem to me the only benefit here would be AT&T and Time Warner. Such consolidation on content and services seems to me to equal a lot of pricing power. Reply Post Message Messages List Start a Board Login 50% 50% << < Page 2 / 2		Latest Articles Seven Sign Up for Italy's 5G Auction Italy's 5G auction could exceed a government target of raising €2.5 billion ($2.9 billion) after attracting interest from companies outside the mobile market. All Quiet on VEON's Digitalization Front The emerging-markets operator is focusing on the humdrum business of connectivity and keeping quiet about some of its ill-fated 'digitalization' efforts. Huawei Edges Out Rivals for Three UK 5G Job Three UK has picked Huawei over existing radio access network suppliers Nokia and Samsung to build its 5G network. Nokia Bags $3.5B 5G Deal With T-Mobile US Vendor says that it's its biggest 5G deal to date. Verizon: 5G's Coming in 'Early' 2019 Verizon skates where the puck is going by waiting for standards-based 5G devices to launch its mobile service in 2019. 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